Virtus Investment Partners (VRTS) Invested Capital (2009 - 2026)
Virtus Investment Partners (VRTS) reported Invested Capital of $1.4 billion for Q1 2026, up 20.28% on a YoY basis from $1.1 billion in Q1 2025, and up 2.47% quarter-over-quarter from $1.3 billion in Q4 2025.
Virtus Investment Partners (VRTS) Invested Capital (2009 - 2026) Analysis & Trends
Virtus Investment Partners has reported Invested Capital for 18 years, with the latest figure at $1.4 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 20.28% year-over-year to $1.4 billion; the trailing twelve-month figure through Mar 2026 stood at $1.4 billion (up 20.28% YoY), and the FY2025 full-year result was $1.3 billion, up 16.78% from the prior year.
- Invested Capital for Q1 2026 stood at $1.4 billion, up from $1.3 billion in the prior quarter.
- The five-year high for Invested Capital was $1.4 billion in Q1 2026, with the low at $1.0 billion in Q2 2022.
- Historically, Invested Capital has averaged $1.2 billion across 5 years, with a median of $1.1 billion in 2024.
- Annual changes were most pronounced in 2024 — Invested Capital dropped 2.71% — and 2026, when it rose 20.28%.
- Virtus Investment Partners' Invested Capital stood at $1.1 billion in 2022, then grew by 4.06% to $1.1 billion in 2023, then climbed by 1.08% to $1.1 billion in 2024, then increased by 16.78% to $1.3 billion in 2025, then increased by 2.47% to $1.4 billion in 2026.
- The last three Invested Capital figures came in at $1.4 billion (Q1 2026), $1.3 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 8.37 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.99 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.57 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 12.75 Bn |
| 10 | Virtus Investment Partners | 946.70 Mn | 1.00 Bn | 3.64 Mn | 1.36 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.36 Bn |
| Dec 31, 2025 | 1.32 Bn |
| Sep 30, 2025 | 1.31 Bn |
| Jun 30, 2025 | 1.13 Bn |
| Mar 31, 2025 | 1.13 Bn |
| Dec 31, 2024 | 1.13 Bn |
| Sep 30, 2024 | 1.13 Bn |
| Jun 30, 2024 | 1.12 Bn |
| Mar 31, 2024 | 1.13 Bn |
| Dec 31, 2023 | 1.12 Bn |
| Sep 30, 2023 | 1.14 Bn |
| Jun 30, 2023 | 1.15 Bn |
| Mar 31, 2023 | 1.10 Bn |
| Dec 31, 2022 | 1.08 Bn |
| Sep 30, 2022 | 1.06 Bn |
| Jun 30, 2022 | 1.05 Bn |
| Mar 31, 2022 | 1.09 Bn |
| Dec 31, 2021 | 1.10 Bn |
| Sep 30, 2021 | 1.09 Bn |
| Jun 30, 2021 | 980.06 Mn |